✔ check if lead sheets are shared with doctors/staff members- email notifying with link- and to not touch the grey fields only green
Completed by Hector M.
- Assigned to
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Hector M.
whitney.zelig@gmail.com
- Notes
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Let's talk about the best person to assign this to
Hector
Perhaps we can go over it during our first new meeting of 2020!!
Please let me know.
On this spreadsheet, they should confirm WHAT email address all forms & pop-ups are going to..and then make sure those email addresses are shared on the lead sheet. ( that is for the clients we have access to )
And yes, Kristabel or Jonnamae can take care of this.
We can ask Chris for his insight and see what he thinks.